Fintech

Displaying 4745 results
YOUR PRACTICE RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
YOUR PRACTICE FINTECH SEP 26, 2013
Finra goes social

Broker regulator uses Twitter, digital video to release board decision.

By Mark Schoeff Jr.
YOUR PRACTICE FINTECH SEP 24, 2013
Honoring the firms with the best practices

First annual best practices awards recognizes 24 advisory practices.

By Jeff Benjamin
YOUR PRACTICE FINTECH SEP 24, 2013
Why don't more advisers adopt "no brainer" technologies?

Need to challenge your technology assumptions to make progress.

By twelsh
YOUR PRACTICE FINTECH SEP 24, 2013
TECH TALK: Confessions from an adviser who misses her BlackBerry

Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.

By Sheryl Rowling
YOUR PRACTICE FINTECH SEP 23, 2013
To gain freedom, go mobile

By DJAMIESON
YOUR PRACTICE FINTECH SEP 23, 2013
More on IDC's Market-Q Mobile

An attractive HTML5 tablet offshoot to the popular desktop market data application.

By Janowski Davis
YOUR PRACTICE FINTECH SEP 23, 2013
IDC launches Market-Q Mobile

By Janowski Davis
YOUR PRACTICE FINTECH SEP 20, 2013
Top firms use technology to bolster client relationships

Panelists on <i>IN</i> webcast agree increased connectivity requires advisers to fill the digital void.

By Michael Shagrin
YOUR PRACTICE FINTECH SEP 20, 2013
Advisers: Time for a tech wake-up call

How is it that in 2013, paperclips, glue and excel spreadsheets are still being used by many firms to manage trillions of dollars of client assets?

By twelsh
YOUR PRACTICE FINTECH SEP 20, 2013
TECH TALK: 3 critical tips for working with data vendors

When it comes to data storage, tech expert Gregory Friedman says beware your vendor's fine print

By gfriedman
YOUR PRACTICE FINTECH SEP 19, 2013
An analytics tool better than Google for advisers?

When it comes to discovering whether your site rocks or just another rock in the bottom of the ocean, maybe its time to get to know Alexa.

By tjenkin
YOUR PRACTICE FINTECH SEP 18, 2013
The Buzz: Lessons from Finovate

By Matt Ackermann
YOUR PRACTICE FINTECH SEP 16, 2013
Turning 'friends' into clients

Real-life stories of advisers and their social-media strategies

By Davis Janowski
YOUR PRACTICE FINTECH SEP 13, 2013
Tech firms strike partnership with universities to bolster financial planning

FAStech formalizes ad hoc network of platforms to give students entree into tech world.

By Michael Shagrin
YOUR PRACTICE EQUITIES SEP 13, 2013
Nasdaq to pay $10 million to settle SEC Facebook case

IPO debacle of social media darling led to losses of almost $500 million.

By Gregory Crawford
YOUR PRACTICE EQUITIES SEP 13, 2013
Citigroup fined over alleged Facebook leak

Massachusetts' regulator claims junior analyst sent info to friend about much-anticipated IPO.

By AOSTERLAND
YOUR PRACTICE FINTECH SEP 12, 2013
Why training is critical for successful tech upgrades

It sounds like a no-brainer, but when advisers invest in technology, training often gets overlooked or minimized.

By gfriedman
YOUR PRACTICE FINTECH SEP 11, 2013
Advisers' websites not mobile-friendly

Clients leading advisers in technology use.

By Michael Shagrin
YOUR PRACTICE FINTECH SEP 11, 2013
Quantopian launches trading platform pilot program

By Janowski Davis